Value of the CFA Charter

The Chartered Financial Analyst (CFA) charter is an investment credential that, for more than 60 years, has been the global standard for embodying the integrity, dedication, and advanced skills needed to build a stronger, more accountable financial industry. No credential is as widely respected for its focus on current investment expertise and performing in the client’s best interest. None is harder to obtain.

What Does It Take?

Earning the charter requires demonstrating four years of professional investment experience, committing to uphold a comprehensive code of ethics, and passing three levels of rigorous exams that test an advanced curriculum of investment management and analysis skills. This achievement takes multiple years of persistent effort and hundreds of hours of study per exam level.

Having accomplished all this, charterholders are tested and trusted professionals with the skill and insight to uphold high standards across the global investment industry and serve the best interests of investors and society.

What Makes Charterholders Unique?

Globally Relevant Knowledge The CFA Program leverages the experience and insight of thousands of experts and top practitioners around the world to create a broad and current investment management and analysis curriculum that bridges theoretical knowledge with the practical skills needed in the day-to-day profession.

Real-World Expertise With a minimum of four years of experience in the investment decision-making role needed to earn the charter and the insights from a curriculum built on current industry best practices, charterholders have one of the most up-to-date and advanced skills sets on the planet.

Ethical Grounding Charterholders are trusted, objective experts who have been trained in investment ethics and are held accountable to a strong Code of Ethics.

Industry Respect Charterholders earn instant credibility with peers, employers, and clients who know the hard work it takes to earn the charter.

Global Community Charterholders have unmatched professional resources and gain lifelong insights as part of a vast global professional network of more than 110,000 highly trained individuals in more than 135 countries. 

A Global Force for Good

The global charterholder community is a powerful force keeping markets working effectively, helping restore trust in the profession, and taking a stand for what matters most at a time when it’s never mattered more.

Learn More about the Designation

CFA charter brochure (PDF) | Why employers value the CFA designation (PDF)